VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,285 | -11.9% | 10,688 | -9.5% | 0.11% | -14.3% |
| Q2 2023 | $1,252,786 | -71.6% | 11,810 | -71.8% | 0.13% | -44.1% |
| Q1 2023 | $4,415,047 | -28.0% | 41,849 | -26.2% | 0.24% | -35.8% |
| Q4 2022 | $6,133,813 | +50.7% | 56,684 | +32.1% | 0.37% | +34.9% |
| Q3 2022 | $4,070,000 | -13.5% | 42,898 | -7.3% | 0.28% | -12.7% |
| Q2 2022 | $4,705,000 | +38.7% | 46,270 | +53.2% | 0.32% | +53.7% |
| Q1 2022 | $3,391,000 | -5.1% | 30,202 | -5.3% | 0.20% | -8.1% |
| Q4 2021 | $3,575,000 | +12.2% | 31,896 | +3.5% | 0.22% | +2.8% |
| Q3 2021 | $3,187,000 | -1.5% | 30,831 | -0.1% | 0.22% | -6.9% |
| Q2 2021 | $3,234,000 | -1.2% | 30,864 | -4.7% | 0.23% | -16.8% |
| Q1 2021 | $3,273,000 | +9.5% | 32,372 | -0.9% | 0.28% | +4.5% |
| Q4 2020 | $2,989,000 | +8.3% | 32,658 | -9.9% | 0.27% | +42.6% |
| Q3 2020 | $2,759,000 | +83.6% | 36,264 | +90.2% | 0.19% | -3.6% |
| Q2 2020 | $1,503,000 | +23.1% | 19,066 | +10.5% | 0.20% | -8.9% |
| Q1 2020 | $1,221,000 | -64.1% | 17,256 | -52.4% | 0.21% | -50.3% |
| Q4 2019 | $3,399,000 | +2381.0% | 36,267 | +2248.9% | 0.43% | +1859.1% |
| Q3 2019 | $137,000 | -39.9% | 1,544 | -40.9% | 0.02% | -51.1% |
| Q2 2019 | $228,000 | -39.4% | 2,612 | -40.4% | 0.04% | -38.4% |
| Q1 2019 | $376,000 | +62.1% | 4,382 | +47.4% | 0.07% | +23.7% |
| Q4 2018 | $232,000 | -35.4% | 2,972 | -27.8% | 0.06% | +3.5% |
| Q3 2018 | $359,000 | -17.1% | 4,119 | -18.5% | 0.06% | -40.0% |
| Q4 2017 | $433,000 | +14.9% | 5,055 | +8.7% | 0.10% | +8.0% |
| Q3 2017 | $377,000 | – | 4,652 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 79,499 | $8,874,883 | 3.30% |
| Lowe Wealth Advisors, LLC | 29,945 | $3,342,705 | 1.65% |
| StrongBox Wealth, LLC | 22,592 | $2,521,978 | 1.47% |
| Montecito Bank & Trust | 38,593 | $4,308,136 | 0.93% |
| McAlister, Sweet & Associates, Inc. | 5,819 | $649,580 | 0.60% |
| Dentgroup LLC | 5,637 | $629,279 | 0.56% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 8,211 | $917 | 0.34% |
| Compass Financial Group, INC/SD | 8,948 | $998,912 | 0.26% |
| B.O.S.S. Retirement Advisors, LLC | 10,349 | $1,069,210 | 0.24% |
| Agate Pass Investment Management, LLC | 3,128 | $349,179 | 0.20% |